Laura Cooley
Retirement Plan Advisor @Lawley
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WORK HISTORY
Retirement Plan Advisor @Lawley
Buffalo/Niagara, NY, US
As a Retirement Plan Advisor with Lawley Retirement Advisors, I help business owners and their employees develop plans that will help them retire.For more than two decades, Lawley Retirement Advisors has provided independent investment advice and financial counsel to a diverse client base of companies and organizations both large and small, in Western New York, across the country, and around the world.Whether it’s a start-up or an existing retirement plan, Lawley Retirement Advisors has the experience, resources, and technology to tailor a program to help meet your company\'s needs and objectives.Experience MattersLawley Retirement Advisors has over 90 years of financial services experience. Our team has worked on both sides of the industry – as a provider and as an advisor.160+ ClientsWith a 90% customer retention rate and over 160 clients, we serve as retirement plan advisors across all plan types- 401(k), 403(b), 457– and industries. Our work also includes consulting solutions and RFP services.20+ ProvidersI enjoy helping employers and employee\'s sort through the complexity of retirement planning.Managing your retirement plan is a big responsibility. There are so many considerations to weigh – from plan design to employee education, and we can provide you with the insight and solutions for better plan outcomes.Ready to help your team retire successfully? Contact me today!(71••••••70 l••••••@lawleyretirement.comSpecialties: Retirement Plan Education | Fiduciary Support | Investment Due Diligence Fee BenchmarkingSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Pension/Plan consulting services offered through Lawley Retirement Advisors, a registered investment advisor. Lawley Retirement Advisors and LPL Financial are separate entities.
EDUCATION
Erie Community College
Associate's degree, Office Management
University at Buffalo
Bachelor of Science (BS), Business Administration
SKILLS
ABOUT LAURA COOLEY
When it comes to retirement planning, do your employees know how much money they’ll need…
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